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Taylor Evan Drake

Apella Wealth

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About Taylor Evan Drake

Taylor Evan Drake is a financial advisor at Apella Wealth, a registered investment advisor based in West Hartford, Connecticut. Taylor is a Chartered Financial Analyst with over 20 years of experience in the financial services industry. Taylor has previously worked at Portland Investment Services, Inc. and WS Griffith Securities, Inc. Taylor holds Series 7, 24, and 63 licenses and is registered to provide investment advice in Connecticut and Oregon.

Firm Information

Taylor Drake is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Taylor Drake’s Registration & Firm History

OR

01/26/2022 - Present

Apella Wealth (Lake Oswego OR)

CT

04/18/2001 - 08/04/2003

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

OR

10/21/1997 - 01/03/2001

PORTLAND INVESTMENT SERVICES, INC. (LAKE OSWEGO OR)

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Licenses & Designations

BC

Issued 02/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Evan Drake.
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